Performing a Write Off from Manual Remittance

To perform a write off on the Manual Remittance screen:

1. Navigate to the Manual Remittance screen. Billing > Manual Remittance 2. Use the Batch Option filters to prepare the batch. 3. Click Create Batch.
4. Use the Invoice filters to locate the invoice needing the adjustment. 5. Enter the Adjustment amount. 6. Click the W() or select WO – Write Off from the Type drop down. The Write Off is added to the Current Queue.
7. Select WO – Write Off in the Type drop down. 8. Select the Write Off Balance checkbox. 9. Enter a Check / Ref No for the write off.
10. Click Save.
11. Click OK.
12. Click Post Now.
13. Click OK.
14. Click OK to run display the Manual Remittance Queue Report. Click Cancel to skip the report. The write-off is completed. The invoice status is changed to ’07 – Bill Paid’ and the write off is displayed in the Payments & Credits tab.